MFA Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MFA Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-140	Closed	-$14.2K	–	347
2024 Q3	$14.2K	Sell	140 -1,445	-91%	-$145K	﹤0.01%	297
2024 Q2	$158K	Buy	+1,585	New	+$157K	0.03%	112
2023 Q4	–	Sell	-7,269	Closed	-$705K	–	91
2023 Q3	$705K	Buy	7,269 +101	+1%	+$9.81K	0.22%	50
2023 Q2	$700K	Hold	7,168	–	–	0.22%	46
2023 Q1	$711K	Buy	7,168 +90	+1%	+$8.8K	0.23%	45
2022 Q4	$686K	Sell	7,078 -68,015	-91%	-$6.61M	0.25%	39
2022 Q3	$7.22M	Buy	75,093 +8,379	+13%	+$839K	2.67%	14
2022 Q2	$6.77M	Buy	+66,714	New	+$6.89M	2.47%	14

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MFA Wealth Advisors's STIP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2024, closing a stake of 140 shares — an estimated $14.2K sold.

MFA Wealth Advisors first reported a position in STIP in Q2 2022 and held it in 8 quarters. The position peaked at $7.22M in Q3 2022. 625 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 140 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $14.2K.
MFA Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 8 quarters.
MFA Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.22M in Q3 2022.
625 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.